Contact - (440) 871-4015
Who We Are
Services
Books and Articles
Pension Builders Name Change
Client Login
Help me! Am I on Track?

Blue Waters Wealth Advisors

Contact - (440) 871-4015
Who We Are
Services
Books and Articles
Pension Builders Name Change
Client Login
Help me! Am I on Track?

4 Strategies for Improving Your Portfolio Without Triggering Extra Taxes

November 27, 2019 Retirement Funding Financial Planning

Share

Facebook
Twitter
Linkedin

29638 Detroit Road Westlake, OH 44145 | (440) 871-4015

Securities offered through Osaic Wealth, Inc. Osaic Wealth, member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Fixed and/or traditional insurance services offered through Blue Waters Wealth Advisors. Osaic Wealth, Inc. and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. and Osaic Advisory.. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. Blue Waters Wealth Advisors is only allowed to provide services to clients in states where we are registered or exempt from registration for various reasons. This communication is strictly intended for individuals residing in the states of CO, FL, GA, IL, MI, NY, NC, OH, PA, SC, TX, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Osaic Wealth, Inc. Form CRS
Osaic Advisory Form CRS

Blue Waters Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Blue Waters Wealth Advisors is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Powered by Twenty Over Ten